See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,089 | $118,849-18.3% | $96,562+0.5% | $167,490-42.0% |
| Participation rate | 72.2% | 75.5%-3.3pp | 69.8%+2.4pp | 82.1%-9.9pp |
| Annual return | 13.86% | 50.49%-36.6pp | 37.78%-23.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,071 | $4,616-76.8% | $3,849-72.2% | $6,341-83.1% |
| Admin fee / account holder | $1,804 | $8,065-77.6% | $6,181-70.8% | $12,309-85.3% |